The Balance & Resultat tab shows the two main accounting statements: the balance sheet (assets and liabilities) and the result (income and expenses) — with budget and comparison with last year.
What the page shows
The balance sheet and income statement laid out by your chart of accounts, with columns split by År (year) → Kvartal (quarter) → Måned (month).
Key figures at the top: Omsætning (revenue), Vareforbrug (cost of goods sold), Dækningsbidrag I/II (contribution margin I/II), Dækningsgrad I/II (contribution margin % I/II) and Resultat før skat (profit before tax).
Budget columns: Budget, Afvigelse (variance), %-afvigelse (variance %) and % opnået (% achieved).
Comparison with last year: Foregående år (previous year) and the matching variance columns.
Variances are coloured green/red so you quickly see where things are going better or worse.
How to use it
Pick the Regnskabsår (fiscal year) in the dropdown (default is "Indeværende år", the current year; future years are not shown). You can also narrow down with Finansdato (posting date).
Use Vis: konti eller grupper (show: accounts or groups) to switch the rows between individual accounts (number and name) or account groups.
Choose in Kolonner (columns) which columns (amount, budget, last year, variances) the matrix shows.
Narrow down with Fra / til konto (from/to account), Regnskab (accounts) and Afdeling (department).
Right-click an account or group and choose Drill through → Finansposter (Ledger entries) to see the postings behind the figure.
Good to know
The figures are the posted numbers as they stand in the accounts.
The budget columns are only filled in if a budget has been entered in Sapera.